AE
13F-HR - AE Wealth Management LLC (0001697723) (Filer)
Institutional holdings report (13F-HR) filed by AE Wealth Management LLC....
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Heirloom
13F-HR - Heirloom Wealth Management (0001882903) (Filer)
Institutional holdings report (13F-HR) filed by Heirloom Wealth Management....
AG
13F-HR - AG Asset Advisory, LLC (0001625008) (Filer)
Institutional holdings report (13F-HR) filed by AG Asset Advisory, LLC....
Blue
13F-HR - Blue Grotto Capital, LLC (0001764725) (Filer)
Institutional holdings report (13F-HR) filed by Blue Grotto Capital, LLC....
INVESTMENT
13F-HR - INVESTMENT MANAGEMENT ASSOCIATES INC /ADV (0000052024) (Filer)
Institutional holdings report (13F-HR) filed by INVESTMENT MANAGEMENT ASSOCIATES INC /ADV....
Redwood
13F-HR - Redwood Wealth Management Group, LLC (0001963839) (Filer)
Institutional holdings report (13F-HR) filed by Redwood Wealth Management Group, LLC....
GLOBE
13F-HR - GLOBE LIFE INC. (0000320335) (Filer)
Institutional holdings report (13F-HR) filed by GLOBE LIFE INC.....
LOWE
13F-HR - LOWE BROCKENBROUGH & CO INC (0000022657) (Filer)
Institutional holdings report (13F-HR) filed by LOWE BROCKENBROUGH & CO INC....
FIRST
First Keystone reports Q2 2026 earnings with increased net interest income
First Keystone reported a 5.7% increase in total interest income for Q2 2026, driven by higher Federal Reserve balances, despite a rise in total inter...
Carrera
13F-HR - Carrera Capital Advisors (0002035329) (Filer)
Institutional holdings report (13F-HR) filed by Carrera Capital Advisors....
JENNISON
13F-HR - JENNISON ASSOCIATES LLC (0000053417) (Filer)
Institutional holdings report (13F-HR) filed by JENNISON ASSOCIATES LLC....
Turn8
13F-HR - Turn8 Private Wealth Inc. (0002070026) (Filer)
Institutional holdings report (13F-HR) filed by Turn8 Private Wealth Inc.....
Gerald
13F-HR - Gerald Baker Financial Group LLC (0002133489) (Filer)
Institutional holdings report (13F-HR) filed by Gerald Baker Financial Group LLC....
SenesTech,
SenesTech subscriber base doubles during Q2 2026
SenesTech announced its active online subscriber base more than doubled in Q2 2026 driven by a 186% growth in e-commerce revenue. The expansion reinfo...
First
13F-HR - First Dallas Securities Inc. (0001378559) (Filer)
Institutional holdings report (13F-HR) filed by First Dallas Securities Inc.....
Fire
13F-HR - Fire Capital Management LLC (0002059571) (Filer)
Institutional holdings report (13F-HR) filed by Fire Capital Management LLC....
PATHWAY
13F-HR - PATHWAY CAPITAL MANAGEMENT, LP (0001037353) (Filer)
Institutional holdings report (13F-HR) filed by PATHWAY CAPITAL MANAGEMENT, LP....
Ranch
13F-HR - Ranch Capital Advisors Inc. (0001793269) (Filer)
Institutional holdings report (13F-HR) filed by Ranch Capital Advisors Inc.....
MASSACHUSETTS
13F-HR - MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (0000912938) (Filer)
Institutional holdings report (13F-HR) filed by MASSACHUSETTS FINANCIAL SERVICES CO /MA/....
MilWealth
13F-HR - MilWealth Group LLC (0001972750) (Filer)
Institutional holdings report (13F-HR) filed by MilWealth Group LLC....